Glassman Wealth Services’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-740
| Closed | -$10.8K | – | 1870 |
|
|
2023
Q4 | $10.8K | Hold |
740
| – | – | ﹤0.01% | 861 |
|
|
2023
Q3 | $13.6K | Buy |
740
+8
| +1% | +$147 | ﹤0.01% | 768 |
|
|
2023
Q2 | $9.82K | Sell |
732
-182
| -20% | -$2.44K | ﹤0.01% | 817 |
|
|
2023
Q1 | $10.2K | Buy |
914
+713
| +355% | +$7.92K | ﹤0.01% | 815 |
|
|
2022
Q4 | $2K | Buy |
+201
| New | +$2K | ﹤0.01% | 1256 |
|
|
2022
Q2 | – | Sell |
-194
| Closed | -$5K | – | 2046 |
|
|
2022
Q1 | $5K | Buy |
194
+40
| +26% | +$1.03K | ﹤0.01% | 1024 |
|
|
2021
Q4 | $8K | Buy |
154
+38
| +33% | +$1.97K | ﹤0.01% | 879 |
|
|
2021
Q3 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 1041 |
|
|
2021
Q2 | – | Sell |
-76
| Closed | -$3K | – | 1686 |
|
|
2021
Q1 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 1035 |
|